- The markets point down this am as hopes for a quicker cease fire in the Mideast lessen.
- The mega private equity funds remain significantly down even though the public markets are on fire. Blackstone is down nearly 20% year to date. KKR is down nearly 16.5% year to date.
- Moderna continues to suffer as do vaccine makers generally. It’s down 37% year to date and is one of the biggest market losers over the last 12 months.
- Surgery Partners, Inc is down 12% this am as it ends talks with Bain Capital.
Professional Visits and Acknowledgements
June 17, 2025
5:15 pm
It was terrific this past week to visit with Dina DeMarco, Michael McGarry, Edward Lissack